Pinnacle Wealth Planning Services’s SM Energy SM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SM Stock Details SM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$19.7K	Buy
2024 Q2	–	Sell
2024 Q1	$210K	Buy
2022 Q4	–	Sell
2022 Q3	$300K	Buy
2022 Q2	$268K	Buy
2022 Q1	$238K	Buy
2021 Q1	–	Sell
2020 Q4	$1K	Buy